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Latest Q4/2015 Holdings: Credit Suisse Ag/

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Fund Summary Info

  • Switzerland-based multinational financial services company
  • Recognized as the World’s best private bank by EuroMoney and as the best European Equity Managers by Global Investors
  • Belongs to Mega Fund Group.
  • $103 Billion in 13-F Assets, Down from $122 Billion in June 2014 Qtr., And Up from $99. Billion in Prior March 2015 Qtr.
  • Returned 7.1% in FY 2014, Higher than the 3.5% Return for the small-cap Russell 2000 in FY 2014 But Lower than the 7.5% Return for the Dow Jones
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